Financial Services Professional
4 days ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team as an Assistant Financial Advisor. In this role, you will play a key part in identifying new business opportunities, building and maintaining client relationships, and driving investment commitments.
Your Responsibilities- Develop and implement strategies to engage with new clients through various channels, including networking, referrals, and digital outreach.
- Stay up-to-date on The Family Office Company's products, investments, and market trends to provide informed advice to clients.
- Build strong relationships with clients, assess their needs, and drive account openings while ensuring smooth onboarding processes.
- Meet annual acquisition targets and track progress to ensure continuous improvement.
- A background in Treasury, Private Banking, or Wealth Management is preferred, but not essential.
- Bachelor's degree in Finance, Accounting, Investment, or a related field is required.
- Experience in investment sales, client management, or capital markets is highly valued.
- Strong relationship management skills, with the ability to build and maintain client trust.
- Proficiency in financial and market expertise, including knowledge of financial products, investments, and market trends.
- Fluency in English and Arabic, with excellent communication and interpersonal skills.
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